JWWFX Mutual Fund

JWWFX Mutual Fund

NAV$133.97
See how much of JWWFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.40%
3 Months
-1.59%
6 Months
+3.40%
YTD
+7.09%
1 Year
+8.50%
3 Years (annualized)
+22.61%
5 Years (annualized)
+10.35%
10 Years (annualized)
+13.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JWWFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.09%
Peer Avg (YTD)
+5.14%
vs Peers
+1.95%

JWWFX Mutual Fund Performance

JWWFX performance across multiple time periods: 1-month -2.40%, YTD 7.09%, 1-year 8.50%, 3-year 22.61%, 5-year 10.35%, 10-year 13.72%.

JWWFX returns outperform the peer average of 5.14% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

JWWFX vs another fund shows side-by-side returns. JWWFX alternatives are available in the Mutual Fund Screener.